|
301
|
HB Wealth Management
Atlanta,
Georgia
|
$3.07M
|
-$122K
|
-4,427
|
-4%
|
|
|
302
|
Lavaca Capital
Houston,
Texas
|
$3.03M
|
–
|
–
|
–
|
|
|
303
|
Windsor Advisory Group
Columbus,
Ohio
|
$3.01M
|
–
|
–
|
–
|
|
|
304
|
FLC Capital Advisors
Palm Desert,
California
|
$2.99M
|
-$87K
|
-3,170
|
-3%
|
|
|
305
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$2.95M
|
–
|
–
|
–
|
|
|
306
|
Doliver Advisors
Houston,
Texas
|
$2.95M
|
-$13.7K
|
-500
|
-0.5%
|
|
|
307
|
Curi RMB Capital
Chicago,
Illinois
|
$2.94M
|
+$63.7K
|
+2,320
|
+2%
|
|
|
308
|
TD Private Client Wealth
New York
|
$2.93M
|
+$104K
|
+3,781
|
+4%
|
|
|
309
|
Canal Insurance Company
Greenville,
South Carolina
|
$2.92M
|
–
|
–
|
–
|
|
|
310
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.91M
|
+$29.5K
|
+1,073
|
+1%
|
|
|
311
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.91M
|
-$179K
|
-6,510
|
-6%
|
|
|
312
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$2.9M
|
+$777K
|
+28,295
|
+40%
|
|
|
313
|
Ashford Capital Management
Wilmington,
Delaware
|
$2.9M
|
+$914K
|
+33,300
|
+50%
|
|
|
314
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.88M
|
+$98.1K
|
+3,572
|
+4%
|
|
|
315
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2.88M
|
-$13.2K
|
-479
|
-0.5%
|
|
|
316
|
XML Financial
Bethesda,
Maryland
|
$2.87M
|
-$506K
|
-18,436
|
-16%
|
|
|
317
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.84M
|
+$19.5K
|
+712
|
+0.7%
|
|
|
318
|
Joel Isaacson & Co
New York
|
$2.83M
|
-$86.5K
|
-3,150
|
-3%
|
|
|
319
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$2.83M
|
-$253K
|
-9,205
|
-9%
|
|
|
320
|
AlphaQ Advisors
Winter Park,
Florida
|
$2.83M
|
+$37.7K
|
+1,373
|
+1%
|
|
|
321
|
FourThought Financial Partners
Venice,
Florida
|
$2.8M
|
+$84.2K
|
+3,066
|
+3%
|
|
|
322
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.77M
|
+$32.7K
|
+1,191
|
+1%
|
|
|
323
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$2.77M
|
+$142K
|
+5,188
|
+6%
|
|
|
324
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.73M
|
-$1.57M
|
-57,099
|
-38%
|
|
|
325
|
Castleark Management
Chicago,
Illinois
|
$2.72M
|
–
|
–
|
–
|
|
